Episode 106 - My Interview with Charles Sunnucks of Oldfield Partners

Episode 105 – Trump 2.0, Powell and Their Impact on US Markets, India Inc’s Lackluster Q2 Earnings, and Why I Continue to Avoid FedEx

Episode 104 – The US Economy Remains Resilient Ahead of the Biggest Week of the Year, Indian Automakers Have a Stellar Festive Season, and Why The Recent Weakness in Adobe Could be A Good Time to Buy

Episode 103 – US Q3 Earnings Season Off To a Great Start Thanks to the Banks, Inflation Rears Its Ugly Head Again in India, and Platformization Seems to Work Well for Palo Alto Networks

Episode 102 – US Inflation Shows Its Wonkiness, RBI Opens Door for Rate Cuts, and Why There’s No Stopping Nvidia

Episode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to Shine

100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth Management

Episode 99 – Why the Time has Come to Focus on Uber’s AV Moves

Episode 98 – Fed Chair Powell Banishes the Demons of Jackson Hole 2022, Meeting Minutes Show RBI’s Worry Regarding Food Inflation, and Microsoft Makes Its Debut

Episode 97 – Inflation and Retail Sales Bring Happiness Back to the US Markets, Don’t Get too Excited About India’s Latest Inflation Data, and Why I Like Google’s Parent Company

Episode 96 – The Week Where US Markets Looked Like a Trading Simulator, Why the RBI is Right to Keep Rates Unchanged, and Time to Get Out of UPS

Episode 95 – The US Economy Flashes Warning Signs, The AI Trade Continues to Suffer, Indian Automakers Finally Starting to Lose Steam, and Why Nobody Can Dethrone Netflix At Present

Episode 94 – Google’s Earnings Offer More Fuel to the Great Rotation Trade, FM Sitharaman Delivers a Solid Budget, and why Turbulent Skies Lie Ahead for Delta Air Lines

Episode 93 – US Markets Witness the Great Rotation Before Being Blindsided by the ‘Blue Screen of Death,’ Indian Stock Markets Give the RBI a New Headache, and Why I am Disappointed with Nike

Episode 92 – Inflation Report Pleases One Central Bank While Disappointing the Other, Why Climate Change Needs to be Seriously Considered by the RBI, and why I am Changing my Opinion on FedEx

Episode 91 – US Markets Get a Double Boost Thanks to Rate Cuts Joining the AI Party, Bajaj Auto Transforms the 2-Wheeler Space, and why I am Gung-Ho About Adobe and its AI Tools

Episode 90 – US Markets Choose AI Over Fed During First Half of 2024, A Much Needed Tariff Boost to India’s Telecom Players, and why I like Oracle as an AI Play

Episode 89 – Nvidia Makes Investors Forget Everything Else Including the Fed, Why Weather is Playing Spoilsport in RBI’s Fight Against Inflation, and why I am doubling down on Lululemon

Episode 88 – Apple and Inflation Both Boost Markets Even as Fed Doubles Down on Data-Dependency, Indian Automakers Register Robust Growth in May and Salesforce Faces the Heat

Episode 87 – Fed is Back on Investors’ Minds Even as Nvidia Hits $3 Trillion, Why Investors Shouldn’t Fear the Surprise Indian Election Results, and My Take on Retail Giant Walmart